Apriem Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$23K | – | 362 |
|
|
2018
Q2 | $23K | Buy |
+1,500
| New | +$23K | 0.01% | 334 |
|
|
2017
Q2 | – | Sell |
-1,500
| Closed | -$24K | – | 516 |
|
|
2017
Q1 | $24K | Buy |
1,500
+250
| +20% | +$4K | 0.01% | 323 |
|
|
2016
Q4 | $20K | Hold |
1,250
| – | – | 0.01% | 356 |
|
|
2016
Q3 | $17K | Hold |
1,250
| – | – | 0.01% | 348 |
|
|
2016
Q2 | $16K | Buy |
1,250
+250
| +25% | +$3.2K | 0.01% | 367 |
|
|
2016
Q1 | $16K | Hold |
1,000
| – | – | 0.01% | 331 |
|
|
2015
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 308 |
|
|
2015
Q3 | $18K | Hold |
1,000
| – | – | 0.01% | 307 |
|
|
2015
Q2 | $21K | Buy |
+1,000
| New | +$21K | 0.01% | 322 |
|